Description

Workbooks is a customer relationship management and marketing automation solution designed for sales and marketing executives. It enables users to track key performance indicators, analyze interactions and transactions, address inherent data duplication and data management issues, access customer insights and tools, automate campaigns and monitor engagement at a granular level, accelerate segmentation and targeting, as well as generate products and bill of materials. Features include return on investment (ROI) optimization, contact management, pipeline reporting capability, execution management, forecast streamlining, and proposal analysis.